Casey Urdiales is a registered investment advisor at Scofield & Company, LLC, based in Fairlawn, OH, with 9 years of industry experience. Casey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning. Their firm serves 138 clients with $96M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. The firm charges a flat percentage from 0.25% to 2% of total assets under management.
Fee Estimator
Location
822 Kumho Drive, Suite 300, Fairlawn, OH, 44333
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Casey owns Urdiales Compliance Consultants, LLC, which provides compliance consulting to registered investment advisors. Casey founded the consultancy in 2018 and dedicates a few hours per week to consulting with clients.
Employment History
Current Registrations
Scofield & Company, LLC
Edgetech Analytics, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.